Portfolio Strategy Manager

DUTIES and RESPONSIBILITIES

Partners with Lead Advisor and collaborates with the rest of the engagement team to provide a superior client experience

Responsible for all client investment related matters

Develop portfolio allocation strategies for client family and related entities

Integrate with the Investment Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers

Respond to client directed questions on investment portfolio, capital markets, private equity investments, etc.

Monitor performance relative to client goals and ability to communicate over or under performance related to such

Draft Investment Policy Statements (private wealth and trust)

Create and submit Reallocations and Trades

Execute individual stock and options trades strategies

Manage portfolio cash levels

Present investment updates in client or prospect meetings

Prepare a review of outside client portfolios and manage the transition of new clients to the Tolleson investment platform

Meet all trading and cash raise deadlines

Perform other duties and responsibilities as requested.

MINIMUM POSITION REQUIREMENTS

Significant progress toward Chartered Financial Analyst (CFA) preferred. Other relevant investment industry certifications (CIMA, CFP) and demonstrated experience advising clients and managing investment portfolios may also be considered

5-10 years in investment related position

Experience in private wealth and non-profit portfolio management and construction

Strong understanding of the financial markets and various asset classes

Strong understanding of private markets

Strong understanding of tax implications of various types of investments

OTHER ESSENTIAL CANDIDATE TRAITS

Excellent written and verbal communication skills

Proactive and highly responsive to client inquiries

Experience in a goals-based approach a plus

Experience with Bloomberg, Caissia, Morningstar, eMoney, Tamarac, etc. a plus

Must consent to and have favorable consumer report and background check

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer